Analyst Clem Chambers explains that current markets resemble the early stages of the dot-com bubble, with significant upside potential but also inevitable volatility and a future correction. Recent market moves were driven by institutional portfolio rebalancing, especially in tech and South Korea, causing unusual fluctuations. Chambers suggests the bubble phase could last another 16 months, offering opportunities for gains if investors navigate the volatility carefully. However, a major downturn similar to past crashes is expected eventually.
In 2026, the VanEck Semiconductor ETF (SMH) returned an impressive 87.86%, largely driven by heavy holdings in NVIDIA and Taiwan Semiconductor. However, three other semiconductor ETFs—Invesco Semiconductors ETF (PSI), Xtrackers Semiconductor Select E...
In 2026, both CVS and Intel showed strong turnaround results but faced stock sell-offs for different reasons. Intel's decline stems from doubts about its 18A manufacturing roadmap and competitive pressure, while CVS's drop relates to a cautious 2027 ...
Nvidia reported strong Q2 earnings with $96.2 billion in revenue and $2.46 earnings per share, surpassing expectations. The company's balance sheet shows significant growth, with its equity portfolio rising from under 5% to nearly 20% of assets, valu...
Nvidia reported quarterly revenue that more than doubled, driven by strong demand for its AI chips, and forecasted third-quarter revenue above Wall Street estimates. The company expects about 70% revenue growth by fiscal 2028 and announced expanding ...
Semiconductor stocks rose on August 25, 2026, driven by news that the U.S. Treasury might use its nearly $1 trillion cash reserve to buy back bonds, lowering long-term yields. This move reduces supply pressure on bonds, causing yields to drop and boo...
